Microsoft Business Solutions Great Plains is very good fit for mid-size company and probably good budget solutions for large corporation. Being matured product ? Great Plains provides such horizontal solutions as Collection department automation. The most common question we hear in collection department is how we assign problem clients to specific collection manager and how she/he works with them one by one, simply by hitting next arrow button. This is not possible in Great Plains Accounts Payable module and this is where Collection Management module comes to the scenes.
Installation
? Reg Key. Great Plains reg key allow you to use specific set of module and number of user (this is in System Manager). Collection Management module requires Receivables Management module and you need to purchase it and get new reg key
? Loading. You should load collection management from CD#2. It is Dexterity chunk file and it will be integrated the next time you launch Great Plains Workstation.
? Company Install. Utilities->Sales->Install Collections. This utility creates tables and stored procedures on MS SQL Server side Setup
? Module. Here you set up the module itself: is it integrated with SOP or Invoicing, User Defined fields, etc
? Collectors. Here you associate Great Plains user with collector role
? Actions. In you collection cycle you can assign actions to your customers. Later on Actions could be used as selection range in the Collection Query
? Letters. You can automate your actions with sending different type of predefined letters where customer info goes into designated fields
Transactions
? Collection Management Build Query. Here you can restrict the quiry by Customer Info, Balance, Period, Notes, Action Type.
? Collection Main Window. When you are done with building the query ? click on query tab in Build Query window and you will open collection main window, where you will see the range, defined in the build query ? and here is the answer on the question from the introduction paragraph
Maintenance
? Check Links. If you are administrator of Great Plains ? you should be familiar with check licks ? it checks consistency of the tables and if any orphan or missing info is there. Shrink/Rebuild were actual for Pervasive SQL and Ctree only, you do not do these for SQL based system
Happy implementing! You can always appeal to us to help you with your system. Give as a call 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ( http://www.albaspectrum.com ), Microsoft Business Solutions Great Plains, Microsoft CRM, Navision, Microsoft RMS, Microsoft Business Portal customization company, serving clients in Chicago, Boston, New York, Miami, Atlanta, Houston, Dallas, Denver, Los Angeles, San Francisco, San Diego, Seattle, Minneapolis, Phoenix, Toronto, Montreal, Brazil, Mexico, UK, Australia, Canada, UK, Europe, Russia an having small offices in multiple states and internationally.
shuttle from Midway Glen Ellyn ..Microsoft Great Plains is main Microsoft Business Solutions product, targeted... Read More
Google Inc. has launched a new software package that allows... Read More
People often ask me: What image file formats will Photoshop... Read More
Executive SummaryAn effective plan for entering, cleaning and updating the... Read More
If you have Great Plains Dynamics/eEnterprise (version 6.0 or earlier)... Read More
Around the same time Microsoft made its move with .Net... Read More
Lotus Notes Domino is very efficient in electronic document workflow... Read More
Microsoft Business Solutions Great Plains and MS CRM (client relation... Read More
Microsoft Great Plains as ERP and Microsoft CRM as... Read More
Microsoft-Outlook is a pretty amazing program. So much more than... Read More
If your company has regional and worldwide operations, you might... Read More
Microsoft Great Plains is main accounting / ERP application... Read More
Adware is a type of Spyware program that displays some... Read More
If you've been using MySQL database to store your important... Read More
Microsoft Great Plains is main Microsoft Business Solutions accounting package... Read More
Microsoft Business Solutions Great Plains might be considered as ERP... Read More
ERP (Enterprise Resource Planning) Overview covers What is ERP, Brief... Read More
Spyware and Adware infest over 90 percent of computers in... Read More
Microsoft CRM was designed to be easily customizable. Microsoft CRM... Read More
Microsoft CRM is new player on the CRM software... Read More
Microsoft Business Solutions Great Plains has I'd say end user... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
In part III of this ISDN primer, we learned that... Read More
The java programming language is becoming more and more popular... Read More
Most computer users use spreadsheets software such as Microsoft Excel... Read More
shuttle from O'Hare North Chicago ..Manufacturing in the USA is far away down from mid... Read More
Most people understand that the "hardware" part of their computer... Read More
Microsoft Great Plains is now targeting large and midsize businesses... Read More
Microsoft Business Solutions Great Plains version 8.5, 8.0, 7.5, Great... Read More
Did you ever give a thought to the number of... Read More
So, why should you use any O/R mapping tool? I... Read More
Remember old good days when your company probably had Great... Read More
We would like first emphasize the change in the paradigm.... Read More
Are Spreadsheets Robbing your Enterprise of Competitive Advantage?'90% of "average"... Read More
CD and DVD replication is a process that works by... Read More
After almost two decades of existence, Quark has become the... Read More
Microsoft Business Solutions Great Plains was designed back in the... Read More
Document Manager and Version HistoryIn previous articles I have discussed... Read More
Now is the time to look at an alternative to... Read More
For those who are unclear on the differences between the... Read More
... Read More
Homeland security, airport security, Internet security ??" these days we???re... Read More
Although statistics often is blamed for various deadly sins --... Read More
Language development computer: Computer-based method for aiding language development seems... Read More
When making a decision to buy any piece of software... Read More
Remember nice and prosperous Clinton era? When you implemented innovative... Read More
Learning how to program software seems like a daunting task... Read More
Microsoft SQL Server is the leader for inexpensive and middle... Read More
Microsoft released Service Pack 2 (SP2) for the Windows XP... Read More
Background: For many organizations like ours, the interim target of... Read More
Software |